Manager SEC Consulting

CFO Squad LLC; United States; On-site; USD 130,000 - 150,000; Full time

Job summary

The CFO Squad LLC seeks an experienced Accounting Supervisor / Manager to lead engagements, mentor teams, and deliver high-quality SEC reporting and accounting advisory services for public and private clients.

You will oversee multiple engagements, manage budgets, guide staff, and provide technical accounting guidance while advancing the firm's growth and client service commitments.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA required or actively pursuing CPA preferred.
• 7+ years of progressive public accounting, accounting advisory, SEC reporting, or consulting experience.
• Experience at advisory-focused firms or large firms (CFGI, Centri, WilliamsMarston, CrossCountry Consulting, Deloitte, Cherry Bekaert, Grant Thornton, BDO, CohnReznick, Aprio, Eventus, or similar).
• Strong knowledge of: U.S. GAAP; SEC reporting requirements; financial statement preparation and disclosures; internal controls and SOX concepts; technical accounting research.
• Experience managing teams, client relationships, and multiple engagements simultaneously.
• Advanced proficiency with Microsoft Excel and accounting systems such as QuickBooks, NetSuite, Sage Intacct, or similar platforms.
• Outstanding project management, analytical, organizational, and problem-solving skills.
• Exceptional verbal and written communication skills.

Responsibilities

• Lead and manage multiple client engagements, ensuring quality deliverables and adherence to deadlines.
• Serve as the primary point of contact for assigned clients and build strong long-term relationships.
• Provide accounting advisory, financial reporting, and SEC compliance support to public and private company clients.
• Review and analyze client financial statements, disclosures, and supporting schedules for accuracy and completeness.
• Manage engagement budgets, staffing allocations, and project timelines.
• Identify client needs and recommend value-added accounting, reporting, and process improvement solutions.
• Oversee the preparation and review of Forms 10-K, 10-Q, 8-K, S-1, and other SEC filings.
• Supervise, mentor, and develop Senior Accountants, Staff Accountants, and Consultants.
• Promote consistent quality standards and professional development across engagements.
• Assist in recruiting, training, onboarding, and retention initiatives.

Skills

U.S. GAAP

SEC reporting

Financial statements

SOX/internal controls

Technical accounting

Team management

Client relationships

Excel

ERP systems

Communication skills

Education

Bachelor's degree in Accounting or Finance

CPA certification or actively pursuing CPA

7+ years in public accounting/accounting advisory/SEC reporting

Experience inAccounting Advisory/SEC Reporting/Transaction Advisory or Outsourced Accounting

Tools

Excel

QuickBooks

NetSuite

Sage Intacct

Job description

Experienced Accounting Supervisor / Manager (SEC Reporting & Advisory Services)

The CFO Squad is seeking an experienced Accounting Supervisor / Manager to join our growing accounting advisory and consulting practice. This role is ideal for a self-motivated, client-focused professional who thrives in a fast-paced consulting environment and enjoys leading teams while delivering high-quality accounting and financial reporting solutions to both public and private companies.

Position Summary:

The successful candidate will serve as a trusted advisor to clients, oversee multiple engagements simultaneously, manage and mentor accounting professionals, and provide technical accounting and SEC reporting expertise. This position offers significant opportunities for leadership, professional growth, and advancement within our expanding organization.

Key Responsibilities

Client Service & Engagement Management

• Lead and manage multiple client engagements, ensuring quality deliverables and adherence to deadlines.
• Serve as the primary point of contact for assigned clients and build strong long-term relationships.
• Provide accounting advisory, financial reporting, and SEC compliance support to public and private company clients.
• Review and analyze client financial statements, disclosures, and supporting schedules for accuracy and completeness.
• Manage engagement budgets, staffing allocations, and project timelines.
• Identify client needs and recommend value-added accounting, reporting, and process improvement solutions.

SEC Reporting & Technical Accounting

• Oversee the preparation and review of:
• Forms 10-K, 10-Q, 8-K, S-1, and other SEC filings
• Financial statements and footnote disclosures
• Management Discussion & Analysis (MD&A)
• Accounting position papers and technical accounting memorandums
• Research and interpret complex accounting issues under U.S. GAAP and SEC regulations.
• Advise clients on accounting treatment for:
• Equity transactions
• Stock compensation
• Debt instruments
• Business combinations
• Revenue recognition and lease accounting
• Monitor new accounting pronouncements and SEC guidance and assess client impacts.
• Supervise, mentor, and develop Senior Accountants, Staff Accountants, and Consultants.
• Review staff workpapers, financial statements, reconciliations, and deliverables.
• Provide coaching, feedback, and performance guidance to team members.
• Promote consistent quality standards and professional development across engagements.
• Assist in recruiting, training, onboarding, and retention initiatives.

Process Improvement & Advisory

• Evaluate and improve accounting processes, workflows, and internal controls.
• Assist clients with month-end and year-end close optimization.
• Support SOX compliance and internal control enhancement projects when applicable.
• Recommend technology and automation solutions to improve financial reporting efficiency.
• Participate in firm initiatives focused on scalability, quality assurance, and operational excellence.

Business Development & Firm Leadership

• Participate in proposal development and client presentations.
• Identify opportunities for expanded services within existing client relationships.
• Contribute to the firm's thought leadership, training programs, and strategic growth initiatives.
• Serve as a leader within the organization by exemplifying our core values and commitment to client service.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA required or actively pursuing CPA preferred.
• 7+ years of progressive public accounting, accounting advisory, SEC reporting, or consulting experience.
• Prior experience in an Accounting Advisory, SEC Reporting, Transaction Advisory, or Outsourced Accounting practice preferred.
• Experience at firms such as CFGI, Centri, WilliamsMarston, CrossCountry Consulting, Deloitte, Cherry Bekaert, Grant Thornton, BDO, CohnReznick, Aprio, Eventus, or similar advisory-focused groups strongly preferred. (This aligns with the hiring profile referenced internally.)
• Strong knowledge of:
• U.S. GAAP
• SEC reporting requirements
• Financial statement preparation and disclosures
• Internal controls and SOX concepts
• Technical accounting research
• Experience managing teams, client relationships, and multiple engagements simultaneously.
• Advanced proficiency with Microsoft Excel and accounting systems such as QuickBooks, NetSuite, Sage Intacct, or similar platforms.
• Outstanding project management, analytical, organizational, and problem-solving skills.
• Exceptional verbal and written communication skills.

About The CFO Squad

The CFO Squad is a premier provider of outsourced accounting, SEC reporting, technical accounting, and CFO advisory services to both private and public companies. Our seasoned professionals bring extensive experience in financial reporting, SEC compliance, corporate finance, operational leadership, strategic planning, capital markets transactions, and business process improvement.

We partner with organizations ranging from emerging growth companies to established public entities, delivering scalable financial leadership and accounting expertise through a flexible and cost-effective service model.

Compensation Ranges Between $130,000 to $150,000 based on experience.